Partner Program
Your clients are leaving money on the table. Help them find it.
Join the Opscale Exchange partner network and add real, measurable value to your existing client relationships. We do all the work. You earn on every successful engagement.
Shared expertise. Full results.
Referred Clients
14 Active
Assessments Completed
11 of 14
Programs Identified
- SBIR
- STTR
- USDA
Your Earnings
— disclosed at onboarding
Next Payout
11 of 14
Who This Is For
Built for professionals who already serve SMBs.
If you work with small and mid-sized businesses, chances are your clients are missing programs they qualify for. Opscale Exchange gives you a way to surface that value without adding to your workload.
CPAs & Accountants
Add an incentive recovery layer to your client relationships without expanding your service offering.
Financial Advisors
Help business owner clients uncover liquidity they did not know existed. Strengthen your advisory relationship.
Business Consultants & Fractional CFOs/COOs
Bring a concrete, revenue-positive tool to every engagement. Get credit for finding money your clients were missing.
HR & Payroll Firms
If your clients own or lease commercial property, Cost Segregation studies can unlock significant tax savings you can bring to the table today.
Commercial Bankers & Lenders
Help clients improve cash flow and reduce tax liability before or after a deal closes. Add value at every touchpoint.
Business Attorneys
Refer clients who import goods, hold commercial property, or run innovation-driven operations — all three programs may apply.
Insurance Agents & Brokers
Deepen your client relationships by connecting them to financial recovery programs alongside your coverage solutions.
Chambers & Business Associations
Bring a tangible financial benefit to your member community. A partnership with Opscale Exchange is a membership perk that pays.
How It Works
Three steps. Zero extra work for you.
You make the introduction. We handle everything from there — the assessment, the specialist matching, the documentation, and the claims process.
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02
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CPAs & Accountants
Share your unique partner link or submit a referral through your partner portal. Takes less than two minutes.
We Take It From There
Opscale Exchange runs a free assessment, identifies qualifying programs, and connects your client with the right specialist. You stay informed. We do the work.
HR & Payroll Firms
If your clients own or lease commercial property, Cost Segregation studies can unlock significant tax savings you can bring to the table today.
What You Earn
A revenue stream that runs on referrals you already make.
Your Rate.
Per Successful Engagement
Earn a competitive referral fee on every client engagement that results in a successful credit, refund, or incentive recovery. The more clients you refer, the more you earn — with no cap.
Specific rates shared during partner onboarding. Rates vary by program type and engagement size.
No Minimums. No Maximums.
Refer one client or one hundred. There are no referral quotas and no earnings cap. Every qualified referral counts.
Real-Time Partner Portal
Track every referral, see where each client is in the process, and monitor your earnings — all in one place.
Recurring Opportunity
R&D credits recur annually, cost seg studies apply to new acquisitions and renovations, and tariff refunds can be claimed retroactively.
Your Clients Stay Yours
We are a behind-the-scenes specialist partner. We never prospect your clients for additional services. Your relationship stays intact.
What We Handle
You refer. We do the rest.
You do not need to become an expert in R&D credits, cost segregation engineering, or tariff law. That is exactly what our specialist network is for.
AI-Powered Business Profile Scan
Our platform scans your client's business profile to surface every credit, refund, and incentive program they could qualify for — automatically.
Free Eligibility Assessment
Every referred client gets a no-cost assessment before any commitment. We identify the programs and the potential recovery value upfront.
Specialist Matching
We connect your client with the right vetted expert for their specific industry, program type, and geography.
End-to-End Execution
Filing, documentation, claims, and follow-through are handled by our specialists. Your client gets results. You get credit for the introduction.
End-to-End Execution
Filing, documentation, claims, and follow-through are handled by our specialists. Your client gets results. You get credit for the introduction.
Client Communication
We keep your client informed throughout the process in plain English. No calls coming back to you.
You focus on your clients. We handle the complexity.
Opscale Exchange was built so that professionals like you can bring world-class incentive expertise to your clients without adding a single hour to your workload.
$0
Your Cost to Refer
<2 min
To Submit a Referral
100%
Work Handled by Specialists
0
Expertise Required
Common Questions
Everything you need to know before you apply.
Still have questions? Reach out directly and we will walk you through how the program works.
Do I need to be an expert in tax credits or incentive programs?
Not at all. You only need to make the introduction. Our specialists handle every aspect of the assessment, program matching, and claims process.
Will you try to sell other services to my clients?
What programs do you cover?
R&D Tax Credits (qualifying R&D activity), Cost Segregation (commercial property owners), and IEEPA Tariff Refunds (importers subject to tariffs). Our AI scan reviews each client profile to identify which apply.
How does the referral process work?
When and how do I get paid?
What does it cost to become a partner?
There is no cost to join. Apply below, complete a brief onboarding call, and you will be set up and ready to refer clients within a few days.
Apply to Partner
Ready to add value to every client conversation?
Apply in under two minutes. We will follow up within one business day to schedule your onboarding call and walk you through the program.